See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,172 | $70,756-78.6% | $65,493-76.8% | $142,382-89.3% |
| Participation rate | 66.7% | 77.4%-10.7pp | 73.1%-6.4pp | 80.1%-13.5pp |
| Annual return | 19.63% | 1754.89%-1735.3pp | 982.45%-962.8pp | 217.08%-197.4pp |
| Employer contribution / active EE | $238 | $2,881-91.7% | $2,574-90.7% | $4,299-94.5% |
| Participant deferral / active EE | $2,188 | $4,637-52.8% | $3,961-44.8% | $6,507-66.4% |
| Admin fee / account holder | $50 | $6,559-99.2% | $5,028-99.0% | $12,624-99.6% |